Solutions pour les conseillers par la plateforme Purpose choisie par Verecan Capital Management Inc. pour offrir une expérience unique en gestion de patrimoine
July 12, 2023 07:30 ET
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Solutions-Conseils par Purpose
TORONTO, 12 juill. 2023 (GLOBE NEWSWIRE) -- Solutions-Conseils par Purpose (« ASP »), fournisseur de premier plan de plateformes technologiques et de services de gestion de cabinet, a annoncé...
Advisor Solutions by Purpose Platform Selected by Verecan Capital Management Inc. to Deliver Unique Wealth Management Experience
July 12, 2023 07:30 ET
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Advisor Solutions by Purpose
TORONTO, July 12, 2023 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“ASP”), a leading technology platform and practice management provider, today announced that Verecan Capital Management Inc....
Purpose Advisor Solutions Partners with Origin Wealth to Help Improve the Client Experience for Financial Advisors
September 27, 2022 07:30 ET
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Purpose Advisor Solutions
TORONTO and VANCOUVER, British Columbia, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Leading technology platform and practice management provider, Purpose Advisor Solutions (“PAS”), and new disruptive...
Rockefeller Capital Management Leverages FactSet to Drive Advisor Productivity and Recruitment
September 08, 2022 08:00 ET
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FactSet Research Systems Inc.
NORWALK, Conn., Sept. 08, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services,...
Carte Wealth Management Inc selects SideDrawer as its Exclusive Recommended Partner
September 06, 2022 15:27 ET
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SideDrawer
TORONTO, Sept. 06, 2022 (GLOBE NEWSWIRE) -- SideDrawer, a secure document collaboration platform, is pleased to be selected by Carte Wealth Management Inc. as their Exclusive Recommended Partner for...
Raymond James Selects FactSet as the Market Data Provider for U.S. Financial Advisors
August 17, 2022 08:00 ET
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FactSet Research Systems Inc.
NORWALK, Conn., Aug. 17, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services,...
SideDrawer and 8Twelve Mortgage Announce Unique Technology Referral Process
August 03, 2021 08:00 ET
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SideDrawer
TORONTO, Aug. 03, 2021 (GLOBE NEWSWIRE) -- SideDrawer and 8Twelve Mortgage announce a uniquely innovative API integration between SideDrawer’s document collaboration platform and 8Twelve’s fintech...